ORCL ORACLE CORP

MIXED Impact: 6/10 Institutional Cluster
Horizon weeks Processed 3mo ago
Institutional cluster: 3 buyers, 2 sellers (mixed)
Final — all horizons settled through T+60d
ORCL ▲ +29.42% at T+60d
NEUTRAL call ✓ call won +29.42% · α vs SPY +20.09% · entry $149.18 → $193.06
Entry anchored
Feb 27, 06:48 PM ET
via Databento tick
T+1d
-0.10%
call -0.10% · α +0.81%
$149.03
settled 3mo ago
T+5d
+1.58%
call +1.58% · α +2.79%
$151.54
settled 3mo ago
T+20d
-6.97%
call -6.97% · α +0.97%
$138.79
settled 3mo ago
T+60d
+29.42%
call +29.42% · α +20.09%
$193.06
settled 18d ago

Executive Summary

Three institutional investors initiated or expanded positions in Oracle Corp during 2025-Q4, led by a massive $4.34B new stake from Norges Bank, while two active value managers fully exited their holdings. The cluster shows divergent views, with sovereign and quant funds accumulating while traditional active managers departed.

Key Financial Metrics

Direction
mixed
Buy Value
$4.5B
Sell Value
$47.0M
Net Flow
$4.4B

Institutional Positions

Net institutional flow: $4.4B

▲ Buyers (3)

InstitutionActionChangePosition ValueValue Δ
Norges Bank NEW +0% $4.3B $4.3B
Two Sigma DOUBLED +1369.6% $151.7M $136.8M

▼ Sellers (2)

InstitutionActionChangePrev ValueValue Δ
Causeway EXIT -100% $46.8M -$46.8M

Actionable Insight

Monitor for potential catalysts driving sovereign and quant interest—such as cloud growth, AI infrastructure positioning, or valuation appeal—while assessing why active value managers abandoned the stock. Watch for follow-on moves from other institutions in next quarter’s 13Fs.

Key Facts

  • Norges Bank established a new $4.34B position in ORCL, representing 22.25M shares.
  • RenTech initiated a small new position of 1.6K shares worth $323K; Two Sigma doubled its stake from 53K to 778.4K shares, increasing value by $136.8M to $151.7M.
  • Causeway Capital and Mawer Investment Management fully exited their positions, selling $46.8M and $239K in holdings respectively.
  • Net institutional flow: +$4.47B in new buying vs -$47.0M in selling.

Financial Impact

3 institutions accumulated $4.47B in net new positions while 2 exited with $47.0M in sales

institutional ownershipfloat concentrationinvestor sentiment

Risk Factors

  • Divergence between active value managers and passive/quant buyers may signal disagreement on fundamentals or valuation.
  • Concentration risk if large sovereign positions reduce responsiveness to price changes.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-ORCL-2025-Q4
9 reports for ORCL
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +41.53%May 1, 2026
Filters
Rows
Reports for ORCL — sortable, filterable
Type Now
Jun 10, 2026
2d ago
8-K
BULLISH ★ 6/10
$53.06 awaiting T+5awaiting T+5
May 31, 2026
12d ago
ANALYST-UPGRADE
MIXED ★ 2/10
$162.75 $152.82▼ −6.10%▼ −3.91%
May 24, 2026
19d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$173.27 $171.80▼ −0.85%▼ −1.76%
May 12, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$56.38 $54.07▼ −4.10%▼ −2.94%
May 1, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$162.75 $152.82▼ −6.10%▼ −3.91%
Apr 24, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$173.27 $161.39▼ −6.85%▼ −7.76%
Apr 6, 2026
9w ago
8-K
BULLISH ★ 7/10
$45.02 $47.84▲ +6.26%▲ +2.13%
Mar 30, 2026
10w ago
Court Ruling
NEUTRAL ★ 3/10
$138.79 $142.81▲ +2.90%▼ −1.40%
Feb 28, 2026
15w ago
Institutional Cluster
MIXED ★ 6/10
$149.18 $151.54▲ +1.58%▲ +2.79%
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (49h 34m)

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